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Who Can Apply Manager Judgments in Pipeline Forecasts
Forecast judgments at the opportunity level provide an assessment about the opportunities that the forecast owner feels confident to close during the forecast period. Your system settings and your place in the forecast hierarchy determines if you can view and make judgments.
Required Editions
| Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales |
Role-Based Forecasts
Review who can view your forecast and who can view and apply judgments to opportunities in your forecast. The details in this table apply to role-based forecasts only.
| User | Can they view your forecasts? | Can they view and apply judgment to opportunities in your forecast |
|---|---|---|
| Your manager’s manager | Yes | View only |
| Your manager | Yes | Yes |
| You | Yes | No |
| Your subordinate in the role-based hierarchy | No | No |
| The subordinate of your subordinate in the role-based hierarchy | No | No |
| Anyone you shared your forecasts with | Yes | Yes, if you selected View and Edit as the access level when you shared the forecast. If you granted view-only access, then the shared user can only view judgments. |
Review whose forecasts you can view and whose forecasts you can view and apply judgments to. The details in this table apply to role-based forecasts only.
| User | Can you view role-based forecasts? | Can you view and apply judgment in the forecast? |
|---|---|---|
| Your manager’s manager | No | No |
| Your manager | No | No |
| You | Yes | No |
| Your subordinate in the role-based hierarchy | Yes. However, if you select a direct subordinate’s forecast, you see the same view as the subordinate, so your judgments aren’t visible. | Yes |
| The subordinate of your subordinate in the role-based hierarchy | Yes. You see the same view that the subordinate sees. | View only |
| Anyone who has shared their forecasts with you | Yes. You see the same view that the sharer sees. | Yes, if they selected View and Edit as the access level when they shared the forecast. If they granted view-only access, then you can only view judgments. |
Territory Forecasts
Review who can view your territory forecast and who can view and apply judgments to opportunities in your territory. The details in this table apply for territory forecasts only.
| User | Can they view the territory’s forecasts? | Can they view and apply judgment in the territory’s forecast? |
|---|---|---|
| Parent Territory’s forecast manager | Yes | Yes |
| Another territory’s forecast manager | Yes, if the territory is above the territory in the hierarchy. | View only if the user is the forecast manager and the territory is above your territory in the hierarchy. |
| Anyone you shared your forecasts with | Yes, the user sees the same view that the sharer sees. | Yes, if you selected View and Edit as the access level when you shared the forecast and the shared user is a forecast manager. If you granted view-only access, then the shared user can only view judgments |
Review whose forecasts you can view and whose forecasts you view and apply judgments to. The details in this table apply to territory forecasts only.
| Are you assigned as the territory’s forecast manager? | Can you view the territory’s forecasts? | Can you view and apply judgment to opportunities in the territory’s forecast? |
|---|---|---|
| Yes | Yes | Yes, if the opportunity owner is part of the immediate child territory. |
| No, but I’m assigned as another territory’s forecast manager. | Yes, if the territory you’re assigned to as forecast manager is above this territory in the hierarchy. | Yes, if the assigned territory is the parent territory |
| No, I’m not assigned as forecast manager for any territory. | Only if:
|
No |
| Shared forecast from another Territory forecast manager | Yes, the user sees the same view that the sharer sees. | Yes, if the user selected View and Edit as the access level when they shared the forecast, and the shared user is a forecast manager. If they granted view-only access, then the shared user can only view judgments. |
